Model Wealth Manager

2021

Overall winner

Products and Platforms

Morgan Stanley

Portfolio Risk Platform

Emerging Technology

Merrill Lynch

Client Engagement Workstation (CEW)

Client Experience

BNY Mellon, Pershing

NetXInvestor Site Builder

2020

Overall winner

Product and Platforms

Fidelity Investments

Integration Xchange

Emerging Technology

St. James Place

New Business Innovation

Client Experience

Credit Suisse

Portfolio Opportunity Finder

Model Asset Manager - Distribution

PIMCO

PIMCO Client Portal and Portfolio Analysis Tools

2019

Overall winner

Innovation

BNY Mellon’s Pershing

Investor Biometric Payment Acknowledgment

Client Experience

Deutsche Bank Spain

New Investment Report Experience

Product and Platforms

Fidelity Investments

Fidelity Automated Managed Platform (AMP)

Mode Asset Manager - Innovation Risk

benefitRFP

riskDIAGNOSTIC

Mode Asset Manager - Distribution

Legg Mason

Sales and Marketing Analytics on a Cloud-Based integrated Enterprise Data Hub

Mode Asset Manager - Core Transformation

ODDO BHF Asset Management

OBAM Teams Up with Bloomberg to Improve Consistency on a Global Scale

2018

Overall winner

Client Experience

Charles Schwab

Schwab Intelligent Advisory™

Products and Platforms

Citizens Investment Services®, a division of Citizens Bank Wealth Management

SpeciFi from Citizens Investment ServicesSM

Emerging Innovation

UBS Group AG

Digital Wealth Passport

Model Asset Manager - Operations and Risk

Brandes Investment Partners, L.P.

Creating Content through Technology Transformation

Model Asset Manager - Core Transformation

ProShare Advisors

Investment Book of Record System (“IBOR”) Implementation

Model Asset Manager - Emerging Innovation

Deutsche Asset Management

Deutsche Bauhaus – Deutsche Asset Management Platform with a unique design language, for a compelling customer experience

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